TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.5M
3
+$1.89M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.25M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.19M

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.69M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.48M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 2.14%
2 Financials 1.3%
3 Consumer Discretionary 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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504
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$0 ﹤0.01%
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507
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508
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510
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522
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